We are live on ! Find out more

220 hedge funds and large institutions have $1.34B invested in WD-40 in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

80.74% more ownership

Funds ownership: 0%80.74% (+81%)

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

8% more capital invested

Capital invested by funds: $1.24B → $1.34B (+$103M)

2% more funds holding

Funds holding: 215220 (+5)

2% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $1.08M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 65

Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
63
Reduced
65
Closed
26
Calls
$1.1M
Puts
$1.08M
Net Calls
+$18K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
101
Bradley Foster & Sargent
Connecticut
$715K
RJA
102
Raymond James & Associates
Florida
$678K +$240K +2,182 +60%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$666K -$65.9K -600 -10%
MC
104
Menta Capital
California
$664K -$248K -2,254 -28%
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$610K +$72.8K +663 +15%
KJHP
106
K.J. Harrison & Partners
Ontario, Canada
$585K +$549K +5,000 New
Bessemer Group
107
Bessemer Group
New Jersey
$561K -$11K -100 -2%
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$538K -$32.9K -300 -6%
UBS Group
109
UBS Group
Switzerland
$530K -$196K -1,782 -28%
CTC
110
Central Trust Company
Missouri
$502K +$471K +4,290 New
FA
111
FDx Advisors
Illinois
$492K +$267K +2,427 +136%
ERSOT
112
Employees Retirement System of Texas
Texas
$468K
GBBWRPM
113
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$468K
SAM
114
Symphony Asset Management
California
$458K -$8.35K -76 -2%
FIM
115
Freedom Investment Management
Connecticut
$453K +$43.9K +400 +12%
Public Employees Retirement Association of Colorado
116
Public Employees Retirement Association of Colorado
Colorado
$445K
CAM
117
Capstone Asset Management
Texas
$428K -$177K -1,608 -31%
AA
118
ALPS Advisors
Colorado
$416K -$7.14K -65 -2%
PAM
119
Paradigm Asset Management
New York
$409K -$406K -3,700 -51%
SBH
120
Segall Bryant & Hamill
Illinois
$406K +$9.77K +89 +3%
GWM
121
Geneos Wealth Management
Colorado
$403K
JMPWA
122
JP Morgan Private Wealth Advisors
California
$393K +$73.2K +667 +25%
SGI
123
Summit Global Investments
Utah
$386K +$362K +3,300 New
PAI
124
Pittenger & Anderson Inc
Nebraska
$380K -$25.8K -235 -7%
MERSOM
125
Municipal Employees' Retirement System of Michigan
Michigan
$378K +$30.7K +280 +9%

WDFC Hedge Fund Activity: Q4 2016 in Review

220 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2016, worth a combined $1.34B — up 8.3% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WDFC positions and 26 closed out — a net gain of 8 holders — while 63 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $15M. The largest seller was Goldman Sachs, cutting an estimated $9.73M.

  • 220 institutional investors held WD-40 (WDFC) as of Q4 2016, up from 215 in Q3 2016.
  • Funds reported $1.34B of WD-40 stock for Q4 2016, up 8.3% quarter-over-quarter.
  • 34 funds opened new WD-40 positions in Q4 2016 and 26 closed out, a net change of +8 holders.
  • The largest WD-40 buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $15M added.
  • The largest WD-40 seller in Q4 2016 was Goldman Sachs, an estimated $9.73M sold.

Based on aggregated 13F filings for Q4 2016.